Establishing An Institutional Brand

A Guide to Database Marketing


Since the advent of cloud-based platforms, investment consultants have embraced the efficiencies of databases over the onerous process of collecting data from individual managers. Institutional asset owners also rely on databases as a key source of intelligence for learning about new products and preparing questions before they meet with managers.

Building an institutional brand with consultants, intermediaries and asset owners takes time and a well-defined strategy. To help, we’ve developed this Guide to Database Marketing to explain why it’s so critical.

Topics Covered:

The digital transformation of manager research

Marketing at scale

Getting started with database marketing

The broader database landscape

Refining your database marketing strategy